Sales Operations & Support Manager

knowledge of 

• Customer RFQ


• Purchase Order (PO) / Letter of Intent (LOI)


• Bid correspondence


• Sales Order (SO) & CAS


• Commercial and contractual documents


• Legal approvals


• Any other relevant documentation

The Project Manager is expected to review all project details and arrange an IKOM with internal stakeholders. Key stakeholders include:

• Sales


• Product Team


• Engineering Team


• SIOP


• Logistics


• Finance

Step 3: Customer Kick-Off Meeting (CKOM)

After completion of IKOM, the Project Manager should establish communication with the customer and arrange a CKOM. During this meeting, the PM must:

• Present the overall project scope and plan


• Align all stakeholders on a common understanding

Key elements to be established include:

• Communication matrix


• Reporting formats


• Turnaround Time (TAT) for delivery and service


• Drawing submission and approval timelines

(Refer to the enclosed PPT formate for CKOM details.)

Step 4: Manufacturing & Dispatch Coordination

The Project Manager is responsible for:

• Coordinating with SIOP, factory, and sourcing teams ( including external panel integration and battery bank procurement activity ) based on customer demand and lot size


• Monitoring production progress to ensure timely completion of all units


• Coordinating with the customer for Factory Acceptance Testing (FAT) visit, this includes participation from the main customer, consultant, and End customer (e.g., government bodies like MMRDA)


• Ensuring closure of all punch points post-FAT


• Obtaining billing, dispatch, and clearance approvals from customer


• Overseeing timely and safe dispatch of equipment to site

The same process should also be followed for battery bank delivery etc.

Step 5: Installation, Commissioning & Project Closure

Upon delivery at site, the Project Manager must:

• Coordinate with the Regional Service Manager to deploy the service team based on site readiness and customer clearance


• Share weekly progress reports with all stakeholders


• Facilitate the following tests: 
  
  
  
  • PAT (Power Acceptance Test) – & ensure closure of punch points (generally performed by main customer & consultant )
  
  
  • SAT (Site Acceptance Test) – & ensure final acceptance and closure (generally performed by main customer & consultant & end customer )
  
  

Additionally, the PM must ensure:

• Submission and handover of all project documentation (test certificates, warranty certificates, user manuals, etc.) by service team


• Timely billing of services executed by service team


• Monitoring and managing change orders, risks, and issues throughout the project lifecycle.


• 
  
  
  present a management level review presentation for the overall review of complete project portfolio..